SourcingSourcing

BENEFIT FIDUCIARY GROUP LLC

C45
CRD 291252·SEC 801-113176·RICHMOND, VA
AUM
$529.4M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BENEFIT FIDUCIARY GROUP LLC
CRD
291252
SEC file #
801-113176
EIN
—
DBA names
—

Economics

AUM
$529.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$500.0M → $529.4M▲ +6%
Client mix
Pension Profit Sharing Plans47

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
RICHMOND VA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
01/28/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRICKLEY, GEORGE, RICHARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BRICKLEY, GEORGE, RICHARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
13
Form 5500 Total Compensation
555,804
Form 5500 Compensation Trajectory 3y
2025519,747
202636,057
Form 5500 Plan Count Trajectory 3y
202511
20262
Schedule C Total Compensation
555,804
Schedule C Service Provider Rows
13

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2276560
Trust Company Affiliate
No

People (2)

2
BRICKLEY, GEORGE, RICHARD
IAR · Direct Owner · 87.5%
2276560
ALEXANDRA CHERYL PINO
IAR
5213508